SECURE Act 2.0 : 5 Key Changes to IRA and 401k

[@jerrycavalieri2604]

Love the show notes. Great leave behind! You guys are awesome!! Thank you!!

[@davidjohn4326]

Thank you again for such a great presentation on Secure Act 2.0

[@CardinalAdvisors]

Thank you for the compliment about my work.

[@alrocky]

20:40 There is *_no tax deduction_* for contributing [$7,500] to traditional 401(k)
Should emphasize more that catch up contributions must be Roth 401(k) _only applies_ to whose with high income of *$145k.*

[@SecureYourRetirement]

Thanks for this video! It's amazing that since the Act was just passed at the end of 2022 and is now in effect, there are some key changes.

[@juliamass7517]

Thank you for the overview of changes.

[@vin.handle]

I was planning to gradually convert my entire IRA to a Roth IRA by age 70. Now, I have another three years of convert. So, it is a good thing.

[@jigarmehta5397]

We need pretax advantage how can you contribute after 30k in Roth
You can’t

[@michaelherner6623]

Thanks Hans and Tom. Is there software that you would recommend to do "what-ifs"?

[@CardinalAdvisors]

We use RightCapital